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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
HHM Wealth Advisors
3401
HHM Wealth Advisors
Tennessee
USD 368 M +USD 44.5 M +14% 6.79% 62.3% 670 15.07% 1.1
The Family Firm
3402
The Family Firm
Maryland
USD 367 M +USD 20.9 M +6% 5.59% 40.2% 177 5.08% 3.6
Schnieders Capital Management
3403
Schnieders Capital Management
California
USD 367 M +USD 33.7 M +10% 6.72% 103% 190 6.84% 4.2
Lafayette Investments
3404
Lafayette Investments
Maryland
USD 367 M +USD 54.6 M +17% 5.96% 77.9% 125 28.8% 2.9
Sugarloaf Wealth Management
3405
Sugarloaf Wealth Management
Georgia
USD 367 M +USD 32 M +10% 5.45% 10.2% 806 10.67% 1.2
Elephas Investment Management
3406
Elephas Investment Management
Hong Kong
USD 367 M -USD 63.8 M -15% 4.91% 422% 22 86.36% 0.1
Procyon Advisors
3407
Procyon Advisors
Connecticut
USD 367 M +USD 143 M +64% 6.4% 92.3% 307 25.73% 1
SC
3408
Saybrook Capital
North Carolina
USD 366 M +USD 37.3 M +11% 10% 67.1% 51 1.96% 5.7
Cypress Wealth Services
3409
Cypress Wealth Services
California
USD 366 M -USD 112 M -23% 7.18% 82.7% 315 23.81% 0.5
Matthew 25 Management Corp
3410
Matthew 25 Management Corp
Pennsylvania
USD 366 M +USD 31.7 M +9% 9.57% 141% 21 4.76% 4.8
LDFR
3411
Lehman & Derafelo Financial Resources
Pennsylvania
USD 366 M +USD 9.7 M +3% 4.32% 37.5% 231 6.93% 1.8
Technology Crossover Management X
3412
Technology Crossover Management X
California
USD 366 M -USD 67.1 M -16% 1.69% 73.1% 4 25% 0.5
Solus Alternative Asset Management
3413
Solus Alternative Asset Management
New Jersey
USD 366 M +USD 93.2 M +34% 0.81% 79.3% 12 25% 1.3
Paragon Wealth Strategies
3414
Paragon Wealth Strategies
Florida
USD 365 M +USD 36.3 M +11% 5.9% 59.8% 297 87.21% 0.1
Sage Advisory Services
3415
Sage Advisory Services
Texas
USD 365 M -USD 45.4 M -11% 4.15% 33.9% 57 17.54% 1.6
Steel Grove Capital Advisors
3416
Steel Grove Capital Advisors
Tennessee
USD 365 M +USD 58.8 M +19% 6.72% 106% 147 13.61% 2.7
White Lighthouse Investment Management
3417
White Lighthouse Investment Management
Massachusetts
USD 365 M +USD 38.2 M +12% 6.13% 62% 124 8.87% 2.5
Brevan Howard Capital Management
3418
Brevan Howard Capital Management
Jersey
USD 365 M -USD 316 M -46% 2.91% 148% 61 42.62% 0.5
Nightview Capital
3419
Nightview Capital
Texas
USD 365 M -USD 10.1 M -3% 4.87% 170% 12 25% 1.4
Carderock Capital Management
3420
Carderock Capital Management
Maryland
USD 365 M +USD 30 M +9% 9.72% 97.6% 87 19.54% 4.6
Oliver Luxxe Assets
3421
Oliver Luxxe Assets
New Jersey
USD 365 M +USD 31 M +9% 7.35% 137% 208 24.04% 1.5
Delphi Financial Group
3422
Delphi Financial Group
Delaware
USD 364 M +USD 33.5 M +10% 12.2% 66.3% 34 11.76% 2.2
Univest Financial
3423
Univest Financial
Pennsylvania
USD 364 M +USD 9.48 M +3% 6.78% 82.6% 114 14.04% 3.6
Old Second National Bank of Aurora
3424
Old Second National Bank of Aurora
Illinois
USD 364 M +USD 5.51 M +2% 7.28% 93.7% 340 9.12% 4.7
ECM
3425
Endurant Capital Management
California
USD 364 M -USD 19.7 M -5% 2.45% 18.4% 83 57.83% 0.5